Built for independent P&C agents · Works with free Claude AI

82%

of clients would drop their broker over slow response times. — ZYWAVE BROKER SERVICES SURVEY, 2025

Your clients are shopping replacements
before you call them back.

PolicyDesk gives independent insurance agents 60 done-for-you AI scripts for renewals, retention, rapid response, and prospect conversion. Copy. Paste. Send in under 4 minutes.

Get PolicyDesk — $97 → See 2 scripts free ↓

✓ Instant download ✓ 7-day money-back guarantee ✓ Works with free Claude at claude.ai ✓ 60 scripts across 4 systems

The real problem

You got into insurance to protect people.
Not to spend your evenings writing emails.

The admin work doesn't stop. Renewal explanations. Hard market justifications. Lead follow-ups. Claim updates. Coverage question answers. It's the same situations, over and over, starting from scratch every time.

Renewals

The hard market hit your book and you're explaining the same rate increase to 200 different clients

Every conversation takes 20 minutes you do not have. By the time you get to client 50, you're burned out and they can hear it.

Response speed

"I submitted a quote request and never heard back." That's the review your prospect left for your competitor.

The lead who doesn't hear from you within 5 minutes converts at 1/9th the rate. Your inbox controls your book of business.

Retention

Your best clients are getting picked off by direct carriers using data from their own policies

Progressive. Geico. State Farm direct. They have technology, marketing budgets, and your client's renewal date. You have relationships. But only if you use them.

Prospecting

You know how to close. You just never have enough time to prospect when you're buried in renewals.

The agents growing fastest are not the best closers. They're the ones who systematized everything else so they have hours to find new business.

The solution

PolicyDesk — 60 scripts.
4 systems. One afternoon to set up.

Every script is written specifically for independent P&C agents using Claude AI. These are not generic "ChatGPT prompts." These are the exact situations you face every week, with the exact language that works in insurance.

Module 01

Renewal Retention System

Your book is leaking. These 15 scripts stop the bleeding before it starts — from the 90-day proactive outreach to the hard market explanation that actually keeps the account.

01 90-Day Proactive Renewal Outreach
02 Hard Market Premium Increase Explanation
03 Carrier Non-Renewal Response
04 Pre-Shop Intercept Email
05 Annual Coverage Review Invitation
+10 more renewal scripts...

Module 02

The 3-Minute Response Pack

82% of clients would fire their broker over slow response. These 15 scripts get you back to any lead or client in under 4 minutes — without sounding like you rushed.

01 New Lead First Response (under 3 min)
02 Quote Request Acknowledgment
03 Claim Status Update
04 The "I Found It Cheaper" Objection
05 Certificate of Insurance Rush Response
+10 more response scripts...

Module 03

Client Communication System

Stay top-of-mind without being annoying. 15 scripts for monthly touchpoints, cross-sell conversations, referral asks, and the relationship moments most agents skip entirely.

01 Monthly Market Update Touchpoint
02 Life Change Coverage Check-In
03 Cross-Sell Trigger (Auto → Home)
04 Post-Claim Relationship Recovery
05 Referral Ask — Warm and Natural
+10 more client communication scripts...

Module 04

Prospect Conversion Pack

Turn strangers into policyholders. 15 scripts for X-date campaigns, objection handling, referral partner outreach, and every gap between "they showed interest" and "they signed."

01 X-Date Campaign Email
02 Cold Outreach to Local Business Owner
03 Referral Partner Introduction
04 "I'm Happy With My Agent" Response
05 Long-Term Prospect Nurture
+10 more prospect conversion scripts...

PolicyDesk — Full System

All 60 scripts. All 4 modules. Instant PDF download. Works with free Claude AI at claude.ai.

$197 $97

Launch price — one-time payment, yours forever

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🛡 7-day money-back guarantee. If you don't save at least 2 hours in your first week, email us and we refund you immediately. No questions asked.

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Two new script packs delivered every month. Hard market objections. Commercial lines. Life insurance conversations. Cancel anytime.

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✉ Join the waitlist and get 10 free Pro-level scripts when PolicyDesk Pro launches.

See it in action

Two scripts from the playbook — free.

Not screenshots of generic AI output. Real scripts from PolicyDesk, real results.

Module 01 — Script 02 · Renewal Retention

The Hard Market Premium Increase Explanation

Write a professional email explaining a significant premium increase to a client in plain, honest language. Do not be defensive. Do not blame the carrier. Educate them on market forces and reinforce my value. Client name: Sarah Chen Policy type: Home insurance Old premium: $2,100/year New premium: $2,890/year (increase of 38%) Reason: Market conditions — reinsurance costs, regional cat losses What I did to minimize it: Shopped 6 carriers, this is still the best rate Alternatives: Could raise deductible to $5k and save ~$200

Claude's output (in under 60 seconds):

Hi Sarah — I want to get ahead of your renewal notice before it arrives, because the number is going to be a surprise and you deserve a real explanation before you see it.

Your homeowner's premium is renewing at $2,890 this year, up from $2,100. That's a 38% increase, and I want to explain why before I tell you what I did about it.

The short version: the reinsurance market — the system that insurance companies use to insure themselves — has seen massive losses from weather events across the country over the past two years. That cost gets passed down. It's affecting every carrier in your region, not just yours.

Here's what I did: I ran your property through six different carriers. The rate you're seeing is still the best available for your home and coverage level. The one alternative worth considering is raising your deductible to $5,000, which would bring the premium down to approximately $2,690. Worth a quick conversation if you'd like to explore it.

No action needed on your end right now. I'll send the renewal paperwork this week. Call me if you want to talk through the deductible option. — [Your Name]

Module 02 — Script 01 · 3-Minute Response

New Lead First Response

Write a first response email to a new insurance lead. Speed is the differentiator. Lead name: Marcus What they inquired about: Home insurance for a property they're closing on in 3 weeks Source: Website contact form My name: [Your Name] My market: Phoenix, AZ

Claude's output:

Hi Marcus — got your message and I'm on it. Three weeks to closing is tight but completely workable — I do this regularly and we can have you bound and documented well before your closing date.

One question to get started: is this a standard single-family home, or does it have anything that might be worth mentioning up front — pool, older roof, prior claims on the property?

Either way, shoot me back a reply or call me at [NUMBER] and I'll pull quotes today. — [Your Name]

Who this is built for

PolicyDesk is for agents who
want to work smarter, not more.

Specifically built for independent P&C agents, brokers, and small agency owners who are tired of starting from scratch on the same email situations every single week.

📝

You write the same emails over and over

Rate increase explanations. Claim updates. Quote follow-ups. New client welcomes. You've written each of these a hundred times. PolicyDesk writes them for you.

⚡

You know speed matters but can't always respond fast

You're in the middle of a meeting when a lead comes in. Or a renewal call. Or handling a claim. PolicyDesk gives you ready-to-send scripts when you finally have a minute.

📈

You want to grow but renewals are eating all your time

Every hour spent on admin is an hour not spent prospecting. PolicyDesk systematizes the admin work so you can spend your best hours on new business.

Your clients are shopping replacementsbefore you call them back.

You got into insurance to protect people.Not to spend your evenings writing emails.